Filing Claims

Before generating invoices to file a claim with the specified funder, please ensure the client has services created with the correct funder.

1. Find the client’s profile > Care Management tab > Services
2. Create the service(s) with the specified funder – please note that there is no dropdown to select Billing Contact as the funder will be configured as Funder Individual

In this example we are adding a client service for Bright Horizon 1-2 Children backup care.

Scheduling & Invoice Generations
1. Schedule visits for the funder using the appropriate client service
2. Add any notes & appropriate cancel codes for shifts

In the example above we are adding a note to review and selected a Cancel Code option that does bill the client but does not pay the employee.

3. Approve the visits and generate the invoice
4. On the invoice the Bill To: details will be addressed to funder (as detailed in Create Client
Services step 2)

’
5. Provide a copy of the invoice to the funder as well as any additional documentation and proceed
with the necessary steps to file the claim with said funder